Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
Willow Creek Charitable Foundation
UAD 01112002
Number and street (or P.O. box number if mail is not delivered to street address)PO Box 576
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Marion, MA02738
A Employer identification number

10-0003568
B Telephone number (see instructions)

(508) 748-1665
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$2,985,490J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 242,090
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 55,811 55,811 55,811
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 65,478
b Gross sales price for all assets on line 6a 316,991
7 Capital gain net income (from Part IV, line 2)... 90,769
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 363,379 146,580 55,811
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
11,375 11,375 11,375  
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
23,072 23,072 23,072  
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,779 1,403 1,403 250
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
18 18 18  
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 36,244 35,868 35,868 250
25 Contributions, gifts, grants paid....... 163,273 163,273
26 Total expenses and disbursements. Add lines 24 and 25 199,517 35,868 35,868 163,523
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 163,862
b Net investment income (if negative, enter -0-) 110,712
c Adjusted net income (if negative, enter -0-)... 19,943
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 21,055 21,055 21,055
2 Savings and temporary cash investments......... 676,601 412,321 412,321
3 Accounts receivable right arrow600
Less: allowance for doubtful accounts right arrow   600 600  
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,429,912 Click to see attachment
List of Attached Documents:
// Content
1,858,053 		2,552,114
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)   Click to see attachment
List of Attached Documents:
// Content
1 		 
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,128,168 2,292,030 2,985,490
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue................. 1,345 1,345
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 1,345 1,345
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 2,126,823 2,290,685
29 Total net assets or fund balances (see instructions)..... 2,126,823 2,290,685
30 Total liabilities and net assets/fund balances (see instructions). 2,128,168 2,292,030
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,126,823
2
Enter amount from Part I, line 27a .....................
2
163,862
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
2,290,685
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,290,685
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 75 Shs Biogen Idec Inc D 2000-03-01 2023-11-13
b 25 Shs Biogen Idec Inc P 2000-03-01 2023-11-13
c 99 Shs Chevron Corp D 2018-03-29 2023-02-07
d 150 Shs Estee Lauder P 2018-05-09 2023-08-25
e 134 Shs Franco Nevada Corp D 2000-03-01 2023-11-27
473 Shs Freeport McMoran P 2022-04-26 2023-11-27
475 Shs HCI Group P 2019-05-08 2023-02-01
800 Shs Hormel Foods P 2000-03-01 2023-11-09
193 Shs Illinois Tool Works Inc P 2000-03-01 2023-12-13
28 Shs NVIDIA P 2017-03-01 2023-08-16
300 Shs Paypal Holdings P 2016-08-23 2023-08-30
60 Shs Procter & Gamble P 2018-05-09 2023-12-07
40 Shs Sandoz Group AG P 2000-03-01 2023-10-09
307 Shs Seacoast Bank D 2020-12-18 2023-05-02
575 Shs Stock Yds Bancorp P 2019-05-08 2023-05-08
500 Shs Glacier Bancorp Inc P 2000-03-01 2023-08-08
176 Shs Procter & Gamble D 2000-03-01 2023-12-07
20 Shs Sandoz Group AG P 2007-04-05 2023-10-09
Capital Gain Dividends      
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 16,754   22,451 -5,697
b 11,169   10,706 463
c 17,173   11,280 5,893
d 23,046   20,504 2,542
e 15,575   17,910 -2,335
17,320   19,289 -1,969
23,820   20,192 3,628
26,040   27,951 -1,911
48,118   18,444 29,674
12,386   716 11,670
18,911   11,446 7,465
8,798   4,332 4,466
1,104   932 172
5,890   8,995 -3,105
25,598   19,901 5,697
16,646   9,015 7,631
25,808   1,901 23,907
552   257 295
      2,283
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -5,697
b       463
c       5,893
d       2,542
e       -2,335
      -1,969
      3,628
      -1,911
      29,674
      11,670
      7,465
      4,466
      172
      -3,105
      5,697
      7,631
      23,907
      295
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 90,769
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,539
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 1,539
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,539
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 750
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,750
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 4,211
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow4,211 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowBaldwin Brothers LLC Telephone no.right arrow (508) 748-1665

Located atright arrow204 Spring StreetMarionMA ZIP+4right arrow02738
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Stephen S Arms Trustee
0.00 		0    
8401 St Martins Lane
Philadelphia,PA19118
Alexander D Bogel Trustee
0.00 		0    
20 Stoddard Road
Shelburne,MA01370
Lynda DW Bogel Trustee
0.00 		0    
25 Renwick Heights Road
Ithaca,NY14850
Jeffrey H Parcells MD Trustee
0.00 		0    
15127 Windmill Point Drive
Grosse Pointe Park,MI48230
Steven J Parcells Trustee
0.00 		0    
11204 Spur Wheel Lane
Potomac,MD208541264
Elizabeth R Shields Trustee
0.00 		0    
23 Vine Street
Marion,MA02738
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
2,218,041
b
Average of monthly cash balances.......................
1b
539,147
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,757,188
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
2,757,188
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
41,358
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,715,830
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
135,792
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
135,792
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,539
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,539
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
134,253
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
134,253
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
134,253
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
163,523
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
163,523
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 134,253
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 43,318
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 163,523
a Applied to 2022, but not more than line 2a 43,318
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 120,205
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2023.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		14,048
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
Elizabeth R Shields
PO Box 576
Marion,MA02738
(508) 748-1665
bThe form in which applications should be submitted and information and materials they should include:
Letter requesting funds.
cAny submission deadlines:
None
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
None
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year
The Bow Foundation


PO Box 5612
Charlottesville,VA22905 		NONE PC UNRESTRICTED 100
Boston Childrens Hospital


300 Longwood Ave
Boston,MA02115 		NONE PRVT UNRESTRICTED 100
MARION ART CENTER


100 Pearl St
Hartford,CT06103 		NONE PC UNRESTRICTED 600
PLANNED PARENTHOOD of Southern NE


345 Whitney Avenue
New Haven,CT06511 		NONE PC UNRESTRICTED 8,829
Multiple Myeloma Research Foundatio


383 Main St 7th Floor
Norwalk,CT06851 		NONE PC UNRESTRICTED 100
Epilepsy Foundation


175 Cabot St Suite 301
Lowell,MA01854 		NONE PC UNRESTRICTED 250
The Bowery Mission


227 Bowery
New York,NY10002 		NONE PC UNRESTRICTED 17,943
Our Lady of the Sacred Heart NY


120 Kings Highway
Tappan,NY10983 		NONE PC UNRESTRICTED 17,943
Parish of St John Henry Newman


120 Kings Highway
Tappan,NY10983 		NONE PC UNRESTRICTED 17,943
Friends of the Wissahickon


40 Evergreen Ave 108
Philadelphia,PA19118 		NONE PC UNRESTRICTED 200
Nantucket Conservation Foundation


118 Cliff Rd
Nantucket,MA02554 		NONE PC UNRESTRICTED 300
Rebuilding Together


89 South St 203
Boston,MA02111 		NONE PC UNRESTRICTED 700
Philabundance


3616 South Galloway Street
Philadelphia,PA19148 		NONE PRVT UNRESTRICTED 700
Friends of Eldredge Public


564 Main St
Chatham,MA02633 		NONE PC UNRESTRICTED 100
Dana-Farber Cancer Institute


450 Brookline Ave
Boston,MA02215 		NONE PC UNRESTRICTED 100
Mattapoisett Police Dept


64 County Rd
Mattapoisett,MA02739 		NONE GOV UNRESTRICTED 100
Duncaster Residents Association


40 Leoffler Road
Bloomfield,CT06002 		NONE GOV Thanksgiving fund in memory of Mariana P Wagoner 2,000
Yale Law School


127 Wall St
New Haven,CT06511 		NONE PC UNRESTRICTED 1,000
Marrakech


Six Lunar Drive
Woodbridge,CT06525 		NONE PC UNRESTRICTED 1,000
Arthritis Foundation


1355 Peachtree St NE
Atlanta,GA30309 		NONE PC UNRESTRICTED 100
WPKN


277 Fairfield Avenue
Bridgeport,CT06604 		NONE PC UNRESTRICTED 1,000
WOODS HOLE OCEANOGRAPHIC INSTI


PHENNO HOUSE MS 40
WOODS HOLE,MA02543 		NONE PC UNRESTRICTED 7,500
Zeiterion Theatre


684 Purchase Street
New Bedford,MA02740 		NONE PC UNRESTRICTED 250
Grosse Pointe LIbrary


10 Kercheval Avenue
Grosse Pointe,MI48236 		NONE PC UNRESTRICTED 300
Equal Justice Initiative


122 Commerce Street
Montgomery,AL36104 		None PC UNRESTRICTED 300
PLYMOUTH MEETING FRIENDS SCHOO


2150 Butler Pike
Plymouth Meeting,PA19462 		None PC Unrestricted 4,000
American Friends of Combatants for


PO Box 2473 1801 W Olympic Blvd
Pasadena,CA91199 		None PC UNRESTRICTED 200
Summer Search


500 Sansome Street
San Francisco,CA94111 		None PC UNRESTRICTED 1,000
Doctors Without Borders


PO Box 5030
Hagerstown,MD21741 		None PC UNRESTRICTED 2,400
World Central Kitchen Inc


200 Massachusetts Avenue NW 7th Fl
Washington,DC20001 		None PC UNRESTRICTED 200
Community Nurse Hospice Care


62 Center Street
Fairhaven,MA02719 		None PC UNRESTRICTED 100
Vested Interest in K-9's Inc


PO Box 9
East Taunton,MA02718 		None PC UNRESTRICTED 250
G-Town Radio


24 Maplewood Mall
Philadelphia,PA19144 		None PC UNRESTRICTED 1,000
Sippican Choral Society


PO Box 709
Marion,MA02738 		None PC UNRESTRICTED 300
Berkeley Free Clinic


2339 Durant Ave
Berkeley,CA94704 		None PC UNRESTRICTED 2,000
St Anthony's


150 Golden Gate Avenue
San Francisco,CA94102 		None PC UNRESTRICTED 2,000
Women for Women International


PO Box 9224
Central Islip,NY11722 		None PC UNRESTRICTED 1,000
Human Appeal USA


26050 Acero Suite 415
Mission Viejo,CA92691 		None PC UNRESTRICTED 1,000
Germantown Friends School


31 W Coulter Street
Phiadelphia,PA19144 		None PC UNRESTRICTED 3,200
Valley Youth House


3400 High Point Blvd
Bethlehem,PA18017 		None PC UNRESTRICTED 500
St Andrew's School


63 Federal Road
Barrington,RI02806 		None PC Unrestricted 500
Sippican Historical Society


139 Front Street
Marion,MA02738 		None PC Unrestricted 1,375
Abington Friends School


575 Washington Lane
Jenkintown,PA19046 		None PC Unrestricted 2,000
New Bedford Art Museum


608 Pleasant Street
New Bedford,MA02740 		None PC Unrestricted 175
Women's Fund of Southeastern MA


30 Cornell St
New Bedford,MA02740 		None PC Unrestricted 500
Marion Natural History Museum


8 Spring Street
Marion,MA02738 		None PC Unrestricted 350
Elizabeth Taber Library Association


8 Spring Street
Marion,MA02738 		None PC Unrestricted 750
New Bedford Whaling Museum


18 Johnny Cake Hill
New Bedford,MA02740 		None PC Unrestricted 2,500
Our Sisters School


145 Brownell Ave
New Bedford,MA02740 		None PC Unrestricted 3,100
Rotch-Jones-Duff House Garden Museu


396 County Street
New Bedford,MA02740 		None PC Unrestricted 1,000
New Bedford Symphony Orchestra


PO Box 2053
New Bedford,MA02741 		None PC Unrestricted 7,000
The Marion Institute


202 Spring Street
Marion,MA02738 		None PC Unrestricted 925
Massachusetts General Hospital


125 Nashua Street
Boston,MA02114 		None PC Center for Lymphoma Research Fund 200
Buzzards Bay Musicfest


PO Box 443
Marion,MA02738 		None PC Unrestricted 600
Friends of Marion Council on Aging


PO Box 937
Marion,MA02738 		None PC Unrestricted 300
Nativity Preparatory School


66 Spring St
New Bedford,MA02740 		None PC Unrestricted 750
Community Boating Center Inc


1641 Padanaram Ave
New Bedford,MA02740 		None PC Unrestricted 750
First Congregational Church


28 Main St
Marion,MA02738 		None PC Unrestricted 100
Dwight Hall at Yale


PO Box 209008
New Haven,CT06520 		None PC Unrestricted 740
Cape Islands United Way


1600 Falmouth Rd
Centerville,MA02632 		None PC Unrestricted 150
Save The Bay


100 Save The Bay Drive
Providence,RI02905 		None PC Unrestricted 100
SouthCoast Community Foundation


128 Union Street 403
New Bedford,MA02740 		None PC Unrestricted 150
MVY Radio


489 State Road PO Box 1420
West Tisbury,MA02575 		None PC Unrestricted 250
National Marine Life Center


120 Main Street
Bourne,MA02532 		None PC Unrestricted 200
Providence Country Day School


660 Waterman Ave
East Providence,RI02914 		None PC Unrestricted 10,500
Project Open Hand


730 Polk Street
San Francisco,CA94109 		None PC unrestricted 1,500
Black Cat Holistic Rescue


8845 Glider Avenue
Los Angeles,CA90045 		None PC unrestricted 1,500
Ambler Theater Inc


108 E Butler Ave
Ambler,PA19002 		None PC UNRESTRICTED 1,700
Brandywine Conservancy Museum of Ar


1 Hoffmans Mill Rd
Chadds Ford,PA19317 		None PC unresticted 2,800
Forgotten Cats Inc


Suite 422 4023 Kennett Pike
Greenville,DE19807 		None PC unrestricted 3,000
Conservancy of Southwest Florida


1495 Smith Preserve Way
Naples,FL34102 		None PC unrestricted 3,000
Chestnut Hill Garden District Fund


8514 Germantown Ave
Philadelphia,PA19118 		None PC unrestricted 300
Glide Memorial Church


Development Office 330 Ellis Street
San Francisco,CA94102 		None PC unrestricted 2,000
Trustees of Dartmouth College


6066 Development Office
Hanover,NH03755 		None PC friends of field hockey, friends of squash 400
Rainforest Foundation US


PO Box 26908
Brooklyn,NY11202 		None PC Unrestricted 5,000
Philadelphia Holocaust Remembrance


1617 JFK Boulevard 20th Floor Unit
Philadelphia,PA19103 		None PC unrestricted 2,000
Work to Ride


98 Chamounix Dr
Philadelphia,PA19131 		None PC unrestricted 1,000
Arden Theater Company


40 N 2nd St
Philadelphia,PA19106 		None PC unrestricted 1,000
Everytown for Gun Safety Support Fu


PO Box 3886
New York,NY10163 		None PC unrestricted 1,000
Clean Air Task Force


114 State Street 6th Floor
Boston,MA02109 		None PC unrestricted 500
Center for Carbon Removal


650 Massachusetts Ave NW Suite 600
Washington,DC20001 		None PC unrestricted 1,000
Community Partnership School


3033 W Glenwood Ave
Philadelphia,PA19121 		None PC Unrestricted 500
Connecticut College


270 Mohegan Ave Pkwy
New London,CT06320 		None PC Unrestricted 500
American Schooner Association


PO Box 484
Mystic,CT06355 		None PC unrestricted 250
CARE Southcoast Inc


197 Middle Rd
Acushnet,MA02743 		None PC Unrestricted 250
Chestnut Hill Conservancy


8708 Germantown Ave
Philadelphia,PA19118 		None PC Unrestricted 500
Total .................................right arrow 3a 163,273
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 55,811  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 65,478  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   121,289  
13Total. Add line 12, columns (b), (d), and (e)..................
13
121,289
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID: 23017517
Software Version: 2023v5.1


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
Willow Creek Charitable Foundation
UAD 01112002
Employer identification number

10-0003568
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
Willow Creek Charitable Foundation
UAD 01112002 		Employer identification number
10-0003568
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
MP Wagoner Charitable Remainder Uni
PO Box 1031
 
Marion, MA02738

$ 242,090


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
Willow Creek Charitable Foundation
UAD 01112002 		Employer identification number

10-0003568
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
Willow Creek Charitable Foundation
UAD 01112002 		Employer identification number

10-0003568
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID: 23017517
Software Version: 2023v5.1

TY 2023 AccountingFeesSchedule
Name:
Willow Creek Charitable Foundation
 
UAD 01112002
EIN:
10-0003568
Software ID:
23017517
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Baldwin Brothers LLC 5,000 5,000 5,000 0
Benoit & McArdle, PC 6,375 6,375 6,375 0

TY 2023 InvestmentsCorpStockSchedule
Name:
Willow Creek Charitable Foundation
 
UAD 01112002
EIN:
10-0003568
Software ID:
23017517
Software Version:
2023v5.1
Name of Stock End of Year Book Value End of Year Fair Market Value
ANALOG DEVICES 66,993 109,208
EXXON MOBIL 34,446 42,492
Weyerhaeuser 33,838 41,722
PROCTER & GAMBLE 29,641 42,350
JOHNSON & JOHNSON 39,976 47,022
ADOBE SYSTEMS 43,893 95,456
NOVARTIS AG SPONSORED ADR 20,834 30,291
GLACIER BANCORP    
Chevron Corp 31,961 44,301
Vanguard Intermediate Term Treasury 25,041 25,152
Apple Computer 143,838 231,036
Biogen Idec Inc    
Charles Schwab 76,818 111,043
Fiserv 29,840 63,099
NVIDIA Corp 6,320 122,319
Illinois Tool Works 23,292 41,125
McCormick & Co 34,643 44,473
Waters Corp 53,235 90,538
Fastenal Co 17,909 51,816
Nestle SA Adr 60,339 69,378
Novo-Nordisk A-S-A 11,310 41,380
Paypal Holdings    
Alphabet Inc Class A 43,641 47,495
Amazon.com 64,645 106,358
JP Morgan Core Bond 138,048 139,118
Estee Lauder Companies    
Gilead Sciences 25,415 31,837
Hormel Foods Corp    
Lazard Global Listed Infrastructure 70,024 68,873
Pepsico 61,623 77,277
Alps Alerian MLP ETF 20,857 54,341
Cohen & Steers Pref 93,810 97,175
GQG Partners Emerging Markets 32,024 32,061
Conestoga Small Cap 25,000 34,516
HCI Group Inc    
Hingham Institution Savings 18,605 19,440
Stock Yards Bancorp    
Gold Trust ETF - iShares 75,564 88,598
Tips Bond ETF-Ishares 68,353 68,579
Arthur J Gallagher & Co 30,642 31,708
NextEra Energy Corp 58,132 58,614
Automatic Data Processing 21,656 23,297
Seacoast Banking Corp of Florida    
JG Boswell 28,640 18,300
Franco Nevada Corp    
Keweenaw Land Assn Ltd 15,442 6,903
Dover Corp 41,375 46,143
Vanguard Small Cap Value ETF 47,825 53,811
Freeport-McMoRan Copper & Gold    
Visa 51,261 57,798
Waste Management 41,304 45,671

TY 2023 OtherAssetsSchedule
Name:
Willow Creek Charitable Foundation
 
UAD 01112002
EIN:
10-0003568
Software ID:
23017517
Software Version:
2023v5.1
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
Rounding   1  


TY 2023 OtherExpensesSchedule
Name:
Willow Creek Charitable Foundation
 
UAD 01112002
EIN:
10-0003568
Software ID:
23017517
Software Version:
2023v5.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADR fees 18 18 18  


TY 2023 OtherProfessionalFeesSchedule
Name:
Willow Creek Charitable Foundation
 
UAD 01112002
EIN:
10-0003568
Software ID:
23017517
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Baldwin Brothers LLC 23,072 23,072 23,072 0


TY 2023 TaxesSchedule
Name:
Willow Creek Charitable Foundation
 
UAD 01112002
EIN:
10-0003568
Software ID:
23017517
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Commonwealth of Massachusetts 250     250
Foreign Taxes 1,403 1,403 1,403  
Tax on Net Investment Income 126